RetirePath Advisors
- Company typePrivate
- Founded-
- HeadquartersFremont, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
RetirePath Advisors firmographics
Firmographics- Name
- RetirePath Advisors
- Legal name
- RetirePath Advisors
- Website
- https://retirepathadvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
RetirePath Advisors industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Tax-Aware Retirement & Estate Coordination (FSAEABAJ)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where RetirePath Advisors is headquartered
LocationHeadquarters
- HQ city
- Fremont
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
RetirePath Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: Fee-based or percentage-of-assets-under-management (AUM) financial advisory services for retirement planning, wealth management, tax efficiency, estate planning, and risk management. Services are customized to individual client needs through their planning-based approach.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Contact for personalized quote based on individual financial planning needs |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
RetirePath Advisors product offering
Product offeringCore offering
RetirePath Advisors is an independent financial advisory firm that provides wealth management, retirement planning, tax efficiency, estate planning, and risk management services to individuals and families. Services include portfolio management and asset allocation, Social Security optimization, IRA distribution efficiency, retirement income planning, tax minimization strategies, estate tax minimization, life insurance and long-term care analysis, and Medicare planning, delivered through a four-step advisory process.
Product overview
RetirePath Advisors offers a unified financial advisory service centered on retirement planning, delivered through five core service areas: Wealth Management (portfolio management and asset allocation), Retirement Planning (including Social Security optimization and income planning), Tax Efficiency Services, Estate Planning, and Risk Management. These services are supported by educational resources including a Retirement Resource Center, Investment Resource Center, monthly Market Memo Videos, and financial planning tools (calculators, glossaries, tax resources). The firm's approach is formalized through a four-step planning process methodology. The firm operates as part of the Thrivent Advisor Network.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Retirement Planning
- Tax Efficiency Services
- Estate Planning
- Risk Management
Companies that use RetirePath Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
RetirePath Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
RetirePath Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- Thrivent Advisor Network (TAN)coreRetirePath Advisors provides investment advisory services through Thrivent Advisor Network, LLC, a registered investment adviser. The partnership provides access to cutting-edge investments similar to other large firms while maintaining small-town feel. Clients separately engage an unaffiliated broker-dealer or custodian to safeguard investment advisory assets.
- Thrivent Investment Management Inc. (TIMI)coreSecurities offered through Thrivent Investment Management Inc., Member FINRA and SIPC, and a subsidiary of Thrivent (the marketing name for Thrivent Financial for Lutherans). TIMI and RetirePath Advisors are not affiliated companies.
- Fidelity InvestmentssupportingClient portal provides access to managed investment accounts through Fidelity platform for account management and portfolio viewing.
Scale indicators2 records
Recent moves1 record
Expansion highlights5 records
RetirePath Advisors competitors and assessment
Company assessmentBroad incumbents
- Commonwealth Financial Network: Large independent broker-dealer/RIA platform that hosts independent advisor practices; directly analogous to how RetirePath operates through the Thrivent Advisor Network.
- Cetera Advisor Networks: Independent advisor network offering custodial and platform services to RIAs; serves a comparable role to Thrivent Advisor Network for practices like RetirePath.
- LPL Financial: Largest independent broker-dealer in the U.S., hosting thousands of advisor practices; a comparable custodian/platform even though RetirePath routes through Thrivent.
- Cambridge Investment Research: Independent broker-dealer and RIA platform serving independent advisor practices with retirement planning offerings, broadly comparable in platform-level functions.
Direct peers
- Carson Group: Large independent RIA with a partner-ownership model serving individuals and families in retirement and wealth management; one of the clearest comparables to RetirePath's multi-advisor partner structure.
- Buckingham Strategic Wealth: National RIA focused on retirement-income, tax, and estate planning for households; comparable in mission and service scope to RetirePath.
- Creative Planning: Independent, fee-only RIA with multiple regional offices offering wealth management, retirement, tax, and estate planning comparable to RetirePath's five-service mix.
- Edelman Financial Engines: Large RIA with a strong retirement-planning orientation serving households near or in retirement; broadly comparable given RetirePath's similar target persona.
- Mariner Wealth Advisors: Independently owned RIA providing comprehensive financial planning including retirement, tax, and estate services to households, structurally similar to RetirePath's integrated offering.
Others
- Thrivent Financial: Partner ecosystem provider to RetirePath through Thrivent Advisor Network and Thrivent Investment Management; comparable as the affiliated platform, though not a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
RetirePath Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
RetirePath Advisors leadership team
Management profileNumber of profiles
Profiles9 records
RetirePath Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RetirePath Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RetirePath Advisors
What does RetirePath Advisors do?
RetirePath Advisors is an independent financial advisory firm that provides wealth management, retirement planning, tax efficiency, estate planning, and risk management services to individuals and families. Services include portfolio management and asset allocation, Social Security optimization, IRA distribution efficiency, retirement income planning, tax minimization strategies, estate tax minimization, life insurance and long-term care analysis, and Medicare planning, delivered through a four-step advisory process.
Is RetirePath Advisors a public or private company?
RetirePath Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RetirePath Advisors founded?
RetirePath Advisors was founded in -1. It employs 11 to 50 people.
Where is RetirePath Advisors based?
RetirePath Advisors is headquartered in Fremont, United States, in the North America region.
How does RetirePath Advisors make money?
One revenue line is on record: financial Advisory Services.
Who are RetirePath Advisors's main competitors?
Broad incumbents on record are Commonwealth Financial Network, Cetera Advisor Networks, LPL Financial and Cambridge Investment Research. Direct peers are Carson Group, Buckingham Strategic Wealth, Creative Planning, Edelman Financial Engines and Mariner Wealth Advisors. Thrivent Financial is listed as an others.
Does RetirePath Advisors have an API?
No public API is recorded for RetirePath Advisors.
What industry is RetirePath Advisors in?
RetirePath Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAJ, Tax-Aware Retirement & Estate Coordination, with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.